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Process of Certifying Your Partners


You can set up partner certification programs to give your partners an opportunity to improve their skills and let your customers know which partners are most skilled.

For example, you might enroll new partner companies as silver partners. When a partner company's employees have taken ten training courses, answered 20 customer service requests, and generated $20 million in revenue, you might make the company a Gold partner. Or, when employees have taken 20 training courses, answered 40 customer service requests, and generated $50 million in revenue, you might make the company a Platinum partner.

A partner company can work on several certification programs at the same time. For example, a partner may work on becoming a certified reseller and a certified service provider.

To certify partners, perform the following tasks:

  • Creating Certification Metrics. Plan and create appropriate metrics for all of your certification programs.
  • Creating Certification Templates. Set up certification templates that specify the requirements for each level of certification in a certification program.
  • Associating Certifications with a Partner Company. Associate the appropriate certification template with each partner company.
  • Recording Partners' Progress. You can enter the courses partners have taken, or you can set up Siebel Business Process Designer to enter these values automatically. For example, when a partner uses the Siebel PRM Portal to take a training course, Siebel Business Process Designer can increment the value in the Actual# field for that partner's training courses.
  • Checking a Partner's Progress. Display a list of the certifications a partner company is working on, and check the progress on each certification.

You can also check information about partner certifications in the following ways:

You can make partner certification easier with the following configuration: Configuring Autopopulation of Partner Certification Criteria.

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